Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Last Year, of Over 4000 Equity Funds in Morningstar Database, All But One Lost Money
Old 03-26-2009, 03:58 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
haha's Avatar
Join Date: Apr 2003
Location: Hooverville
Posts: 22,983
Last Year, of Over 4000 Equity Funds in Morningstar Database, All But One Lost Money

Drucker: Do we need to somehow recognize and incorporate a new level of volatility in the asset classes we use?
Gibson: It depends on whether we're looking at short- or long-term volatility. Certainly 2008 was without much precedent in terms of how big the losses were and how far they stretched across all asset classes. For our year-end client communication, we studied Morningstar's entire database of 3,734 funds invested primarily in U.S. stocks. All but one lost money. Of the 978 funds invested in non-U.S. stocks, all lost money. Of the 144 U.S. and non-U.S. real estate funds, all had negative returns. And of the 128 natural resource funds, all lost money. So, if you add those numbers up, there were over 4,000 equity funds and all but one lost money.

Roger Gibson on the Market Crash

No wonder it seemed that we had no place to hide.

"As a general rule, the more dangerous or inappropriate a conversation, the more interesting it is."-Scott Adams
haha is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 03-26-2009, 04:07 PM   #2
Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
So which fund did not lose?
Sam is offline   Reply With Quote
Old 03-26-2009, 04:09 PM   #3
Thinks s/he gets paid by the post
Join Date: Dec 2007
Posts: 4,764
I did not see it. Id be curious to see what the average loss % was for giggles.
Notmuchlonger is offline   Reply With Quote
Old 03-26-2009, 04:15 PM   #4
Thinks s/he gets paid by the post
Join Date: Aug 2004
Location: Houston
Posts: 1,448
See link below. He was up 0.4% for 2008. His mutual fund is $60MM. For comparison, Vanguard's S&P 500 fund is $61,400MM.

Mutual Fund Manager in the Black: FiLife (a WSJ partner)
soupcxan is offline   Reply With Quote
Old 03-26-2009, 04:37 PM   #5
Thinks s/he gets paid by the post
Join Date: Aug 2002
Posts: 1,322
I think Bernie's fund was up too.
FinallyRetired is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Find lost money (NOT spam!) dory36 Other topics 33 06-29-2013 06:16 PM
Length of time to recover our lost money? Orchidflower FIRE and Money 85 10-15-2008 07:12 PM
Bond Funds: Do they distribute money during the year? Shabber2 FIRE and Money 6 03-04-2008 07:03 AM
Question about global equity funds Eagle FIRE and Money 2 10-18-2006 12:45 PM
Growth of Private Equity Funds rapoole FIRE and Money 8 04-15-2005 07:35 PM

» Quick Links

All times are GMT -6. The time now is 01:38 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.